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TCI Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

TCI Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$892K Buy
5,686
+667
+13% +$102K 0.04% 121
2026
Q1 		$694K Buy
5,019
+268
+6% +$38.5K 0.04% 123
2025
Q4 		$670K Buy
4,751
+1,255
+36% +$175K 0.04% 127
2025
Q3 		$482K Buy
3,496
+157
+5% +$20.9K 0.03% 150
2025
Q2 		$429K Sell
3,339
-8
-0.2% -$957 0.03% 154
2025
Q1 		$388K Sell
3,347
-298
-8% -$35.7K 0.03% 150
2024
Q4 		$428K Buy
3,645
+84
+2% +$10.1K 0.04% 137
2024
Q3 		$426K Sell
3,561
-932
-21% -$107K 0.04% 149
2024
Q2 		$506K Buy
4,493
+97
+2% +$10.7K 0.05% 120
2024
Q1 		$486K Buy
4,396
+267
+6% +$28.2K 0.05% 122
2023
Q4 		$425K Buy
4,129
+396
+11% +$38.1K 0.05% 129
2023
Q3 		$348K Sell
3,733
-1,514
-29% -$147K 0.04% 140
2023
Q2 		$509K Buy
5,247
+1,479
+39% +$139K 0.07% 108
2023
Q1 		$347K Buy
3,768
+972
+35% +$88K 0.05% 132
2022
Q4 		$241K Buy
2,796
+166
+6% +$14.2K 0.03% 156
2022
Q3 		$207K Buy
2,630
+389
+17% +$34.2K 0.03% 158
2022
Q2 		$191K Buy
2,241
+137
+7% +$12.7K 0.03% 168
2022
Q1 		$213K Buy
2,104
+10
+0.5% +$1.01K 0.03% 166
2021
Q4 		$225K Buy
2,094
+255
+14% +$27.1K 0.03% 168
2021
Q3 		$187K Sell
1,839
-145
-7% -$15.2K 0.03% 197
2021
Q2 		$206K Buy
1,984
+240
+14% +$24.5K 0.03% 180
2021
Q1 		$170K Sell
1,744
-195
-10% -$18.8K 0.07% 180
2020
Q4 		$180K Buy
1,939
+205
+12% +$17.8K 0.08% 170
2020
Q3 		$140K Sell
1,734
-23
-1% -$1.85K 0.06% 176
2020
Q2 		$131K Sell
1,757
-2,513
-59% -$177K 0.06% 181
2020
Q1 		$268K Buy
4,270
+118
+3% +$8.89K 0.13% 116
2019
Q4 		$336K Buy
4,152
+59
+1% +$4.59K 0.13% 118
2019
Q3 		$306K Hold
4,093
– – 0.14% 112
2019
Q2 		$308K Buy
4,093
+4
+0.1% +$296 0.14% 111
2019
Q1 		$299K Buy
4,089
+203
+5% +$14.4K 0.13% 116
2018
Q4 		$254K Sell
3,886
-147
-4% -$10.3K 0.12% 123
2018
Q3 		$306K Hold
4,033
– – 0.13% 117
2018
Q2 		$296K Buy
4,033
+49
+1% +$3.65K 0.13% 112
2018
Q1 		$293K Sell
3,984
-331
-8% -$25.1K 0.14% 111
2017
Q4 		$320K Sell
4,315
-1,312
-23% -$95.3K 0.14% 116
2017
Q3 		$398K Buy
5,627
+368
+7% +$25.5K 0.19% 88
2017
Q2 		$355K Buy
5,259
+163
+3% +$10.9K 0.18% 91
2017
Q1 		$332K Buy
5,096
+378
+8% +$24.2K 0.17% 94
2016
Q4 		$288K Buy
4,718
+323
+7% +$19.5K 0.15% 102
2016
Q3 		$267K Buy
4,395
+533
+14% +$32.2K 0.15% 101
2016
Q2 		$224K Buy
3,862
+1,494
+63% +$86.7K 0.12% 119
2016
Q1 		$137K Buy
2,368
+353
+18% +$19.2K 0.08% 169
2015
Q4 		$116K Buy
2,015
+292
+17% +$17.1K 0.06% 192
2015
Q3 		$95K Buy
1,723
+1,566
+997% +$93K 0.06% 201
2015
Q2 		$10K Buy
157
+105
+202% +$6.65K 0.01% 527
2015
Q1 		$3K Buy
+52
New +$3.17K ﹤0.01% 691

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCI Wealth Advisors's VT Position: Q2 2026 in Review

TCI Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q2 2026, buying an estimated $102K and bringing the position to 5,686 shares worth $892K. The position accounts for 0.04% of the portfolio, ranked #121.

TCI Wealth Advisors first reported a position in VT in Q1 2015 and has held it in 46 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • TCI Wealth Advisors held 5,686 shares of Vanguard Total World Stock ETF worth $892K as of Q2 2026.
  • TCI Wealth Advisors bought 667 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Total World Stock ETF made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • TCI Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2015 and has held it in 46 quarters since.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.